MUFG β€” MITSUBISHI UFJ FINL GROUP IN

Ownership history in WOLVERINE TRADING, LLC  Β·  14 quarters on record

This page tracks every 13F SEC filing in which WOLVERINE TRADING, LLC reported a position in MITSUBISHI UFJ FINL GROUP IN (MUFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

WOLVERINE TRADING, LLC Γ— MUFG AI Analytics

πŸ“ˆ WOLVERINE TRADING, LLC outperformed the S&P 500 by +9.3% annually on this MUFG position. Timing score: 42% (5/12 decisions correct). Average cost basis: $8.70. Maximum drawdown during holding period: –30.2%.

πŸ“ˆ Position Alpha vs SPY
+9.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.3% per year on this position.
13 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct

πŸ’° Entry Quality
$8.70
+57.7% vs current ($13.72)

Best entry: $4.10 (2016 Q2)  Β·  Worst: $13.72 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–30.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
62%
buy-side decisions

8 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MUFG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 18,700 +2,336 +14.3% 0.00% $260K $13.72
2025 Q1 REDUCED 16,364 -125,236 -88.4% 0.00% $229K $13.63
2024 Q1 ADDED 141,600 +123,997 +704.4% 0.00% $1.4M $9.87
2021 Q2 ADDED 17,603 +6,652 +60.7% 0.00% $96K $5.16
2021 Q1 REDUCED 10,951 -4,049 -27.0% 0.00% $61K $5.13
2019 Q4 REDUCED 15,000 -6,441 -30.0% 0.00% $81K $5.03
2019 Q3 ADDED 21,441 +9,441 +78.7% 0.00% $109K $4.70
2018 Q2 UNCHANGED 12,000 β€” 0% 0.00% $80K $5.23
2018 Q1 REDUCED 12,000 -5,400 -31.0% 0.00% $80K $6.14
2017 Q4 ADDED 17,400 +5,800 +50.0% 0.00% $126K $6.73
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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